Vimmel Gohill · Research desk
directRevenue and volume breakup for springs and forgings for FY26.
we have done roughly 2300 tons if I'm not wrong in totality the total with fabrication in steel is roughly 4,000 to 5,000 odd metric tons
COSMICCRF / Q4-FY26 / claim-ledger
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Cosmic CRF · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
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58%
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4
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contradicted
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Vimmel Gohill · Research desk
directMargins dilution and pass-through of raw material prices.
in that 67 crores we've only made a cr and a half that's it the reason is very simple though that industry gives you a turnout of more than 50 odd percent but till such time you don't have the RDS or You're selling to only traders
Arun Rama Badran · Research desk
directClarity on whether Amzen order closes bidding or has loopholes.
Supreme Court set aside the order of the honorable ENCLAT. That means whatever ENCLAT ordered against you ... Thus the COC now as per the law book ... needs to rewind scrap out the entire form G and all the resolution plans ... and come back to me and ask me for the final negotiation against the NY.
Arun Rama Badran · Research desk
evasivePotential additional orders from new West Bengal government.
we will be completely involved and there'll be constant updates that you guys will be getting regarding the orders that we'll be getting very soon from the West Bengal government as well as the parties that'll be working with the West Bengal government
Hanu Rao · Research desk
partialTimeline for Amzen production after LOI and debt management plans.
hopefully by God's grace the moment we get so I'm not putting in a date but let's say next week say let's say by June we finish our LOI and everything ... by September October we can do everything we can start our first commercial production by by April May by March April May anywhere between that depends on what and our and our efficiencies But not not more than a year from where we stand today.
Sharan · Research desk
evasiveTopline and bottomline guidance for FY27 without Amzen.
I will not be able to give you an exact number and I would not want to give you a number because that's just unnecessary guidance but I'll tell you what we've guided in this if you go through the deck we've guided the quantity that will grow.
Akshhat · Research desk
evasiveConsideration to consolidate NS Engineering into 100% subsidiary.
that is a question that will have to be decided by all the share stakeholders also and the entire board at large. It is something that we want to do from the management's perspective. ... the value proposition will be actually decided by the stakeholders through an EGM process
Akshhat · Research desk
directTimeline for main board listing application.
we will be applying on the first week of July hopefully. Um I I have my merchant bankers in place. ... by July we will be in a position to uh bring this up and file for the uh transition to the main board with SE for both uh BSE and NSE.
Akshhat · Research desk
partialPeak debt level after Amzen acquisition.
your entire book debt will come to uh ... this year you will have only term loans for uh for Amazon right and uh that's about it and a small term loan will come in for forging uh together they might sound at around 200 250 odd across are the term debt
Kalyan K · Research desk
directWhich business vertical will be the biggest growth driver over 3-5 years.
Amazon practically kalyanji is practically say you finish off manufacturing everything like you set up everything your cosmic CRF your NS your forging and your springs put together in in 90% capacity in total go Amazon is equivalent to that single
Kalyan K · Research desk
directOpportunity from government's 1 lakh wagon procurement plan.
the rail plan says that you need 8 and a half lakh wagons on tracks ... you have four lakh wagons to manufacture in the next 5 years which is approximately 80,000 wagons ... 40,000 wagons to 45,000 wagons at best. So we are not be we will never be able to achieve that 2031 plan.
Sai Kumar · Research desk
evasiveWhether 100% growth guidance for this year still stands.
I have understood that it is the volume that I can control sir in my factory under my four four walls is all that I can control. ... we do want to grow at the rate that we are growing which is no less than 100% as far as the promoter's eyes are